Aust Financial Advisory provides financial planning and investment management services to individuals and families. The firm creates financial plans to help clients achieve their goals, considering their assets, liabilities, income, expenses, risk tolerance, and tax exposure. Aust Financial Advisory is a fee-only firm, meaning it does not sell financial products or receive commissions.
Assets Under Management$33M
Clients26
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$33M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$16,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The level of annual fees is not negotiable unless extraordinary special circumstances are present. Investment Management fees are negotiated at the sole discretion of AFA.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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